How to Use Checklist SOPs

 

Checklist SOPs are built for regular checks, inspections, and any repeatable process on your factory floor.

If a colleague needs to confirm a task was done right, a checklist SOP gives them a clear way to prove it.

Running a checklist SOP on mobile

1. Go to SOP > Track / Audit
2. Add a batch number, serial number, or operator name if the team mate completing the check isn't the one logged into the app
3. Hit Start

Each checklist can include:

• Mandatory pass-fail steps
• Comments
• Images
• Variable data through different input types

The goal is simple. Every checklist answers one question: did the process comply with the SOP, and did it pass or fail?

Once complete, you can share the audit in a number of ways.

Creating a checklist SOP

1. Open any SOP in edit mode
2. Select Checklist SOP
3. Add checklist points using form fields such as:

• Numbers
• Drop-downs
• Checkboxes
• Text
• Photos
• Pass-fail fields

Setting reminders and tracking

Under Advanced options, select Track task to keep checks on schedule.

Choose your frequency: daily, weekly, bi-weekly, or whatever fits your process
Set reminders
Choose who gets notified

You can also turn on failure notifications, so the right people know the moment something doesn't pass.

For a visual way to manage tasks on the floor, use the red and green visual management cards. Any team mate can see task status at a glance.

Finding your audit history

Every tracked task gets stored in your audit history. Your team can access this through the web app and export it for reporting whenever it's needed.

 

 

Note: Product visuals may vary slightly as we continue to improve and update the platform